Training & Competency (T&C) Supervisor - Wealth Management

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Client:

Willow Resourcing Limited

Location:

Edinburgh, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

8

Posted:

18.04.2025

Expiry Date:

02.06.2025

Job Description:

Wealth Management

Location: Edinburgh (Hybrid – 2 days a week in the office)

Are business culture and flexible working really important to you?

This employer has a reputation as a great place to work. In fact, they’re rated as one of the best employers in the UK according to Glassdoor. A place with a reputation for investing in its people, providing a very friendly and inclusive working environment and creating a great work-life balance for its staff.

They’re looking to hire another Training & Competency Supervisor. This is a newly created role to support continued business growth.

It’s a classic T&C role, focusing on supporting the development of the financial planning team and implementing the Training & Competency framework. You’ll conduct onboarding and sign-off of new financial planners as well as ongoing supervision to ensure competencies are maintained.

The role is based out of the firm’s office in Edinburgh City Centre. It’s a hybrid working model whereby you’ll be working in the office 2 days a week and from home for the other 3. The business also operates very flexible working hours so you can work around any outside commitments such as childcare.

You’ll be experienced in Training & Competency within a wealth management environment and also be qualified to at least CII/RQF Level 4. You’ll also have a strong technical understanding of the regulatory landscape impacting the wealth management sector.

Interested?

Click apply.

If you do not have an up-to-date CV, you can contact Mark at 0121 274 0357 for an informal chat or email.